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11 advisors near 38863
Out of 400,000+ nationwide
John L
Series 63, Series 66
Pontotoc, MS
First Heartland Consultants, Inc.
John Ligon is a financial advisor with First Heartland Consultants, Inc. in Pontotoc, MS, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He previously worked at Woodmen Financial Services, Inc. and Woodmen Of The World Life Insurance Society. He is also an owner of Covenant Financial Group, which markets insurance and financial products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.
Robert P
Series 66
Tupelo, MS
Primerica Advisors
Robert Pillow is a financial advisor with Primerica Advisors based in Brentwood, TN. He holds a Series 66 designation and has recently begun his career in the industry. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, and work in both legal and academic settings. Pillow also engages in insurance activities outside of Guardian Life. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a combination of proprietary and third-party investment strategies and supports various account-level features such as lending and donor-advised funds.
Stacey M
Series 66
Tupelo, MS
Edward Jones
Stacey Myrick is a Series 66 licensed financial advisor with Edward Jones in Tupelo, Mississippi, where she has worked since 2012. She has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and provides fiduciary advisory services supported by a nationwide network of over 23,700 financial advisors.
Raymond H
Series 63, Series 65
Pontotoc, MS
Primerica Advisors
Raymond Hisaw is a financial advisor with Primerica Advisors in Pontotoc, MS, holding Series 63 and Series 65 credentials and 13 years of industry experience. Hisaw has worked at Primerica Advisors since 2021, with prior experience at Gates Rubber Co. and Sonoco Products. Outside of advisory work, he is involved in sales of home security and automation products through affiliated companies of Primerica. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.
William E
Series 66
Tupelo, MS
Merrill
William Enis serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With 21 years of investment experience, including 11 years at Merrill and 10 years in trust investments at SunTrust, he provides expertise in family wealth management strategies, managing new wealth, portfolio management services, tax minimization, and retirement income planning. William holds a Bachelor's Degree from Mississippi State University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes creating personalized financial strategies tailored to clients' long-term goals and works closely with them one-on-one. In addition to his professional responsibilities, William participates in community volunteering and enjoys baseball, basketball, football, golfing, spending time with his family, traveling, and watching movies.
Neal C
Series 63, Series 66
Tupelo, MS
STIFEL
Neal Clement is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Prior to this, he was affiliated with Stanford Group Company for 20 years. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.
John B
Series 63, Series 66
Pontotoc, MS
Edward Jones
John Bourne is a financial advisor with Edward Jones in Pontotoc, Mississippi, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Bourne serves on the Pontotoc Rotary Club board, the Pontotoc County Bodock Association board, and is a board member of North Mississippi Health Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.
Shelle R
Series 63, Series 65
Pontotoc, MS
Primerica Advisors
Shelle Ramage is a financial advisor with Primerica Advisors in Pontotoc, MS, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. Outside of her advisory role, she is the owner and president of Ramage Enterprises, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management and trading delegated to established custodians and advisors.
Stacy S
Series 63, Series 66
Pontotoc, MS
LPL Financial
Stacy Spearman is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2007. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, and institutions. The firm offers a wide range of investment solutions supported by an in-house Research team and combines large-scale advisory operations with non-advisory product offerings.
Thomas B
Series 63, Series 65
Tupelo, MS
Merrill
Thomas Boyd is an Associate Resident Director and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1990, focusing on providing personalized wealth management strategies designed to help clients pursue their long-term financial goals. Drawing on Merrill’s investment insights and the banking and lending solutions of Bank of America, he works one-on-one with clients to create flexible strategies tailored to evolving market conditions. Tom Boyd holds a bachelor's degree in Finance and Economics from Marshall University. He is a Personal Investment Advisor (PIA) and attributes his competitive and disciplined approach to his background as a student athlete on Marshall’s 1987 NCAA tournament basketball team and the 1988 NIT tournament team. Tom and his wife Holly reside in Tupelo, Mississippi, with their three children. He is also involved in community volunteering, reflecting the Merrill tradition of active participation in the communities served.
Christopher M
Series 63, Series 65
Pontotoc, MS
Primerica Advisors
Christopher Mccrory is a financial advisor with Primerica Advisors in Pontotoc, MS, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Primerica Advisors since 2020 and has also worked in educational roles at several high schools since 2014. In addition to his advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selected separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, using BNY Mellon Advisors for model implementation and Pershing and Primerica Brokerage Services for custody and trade execution.
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11 advisors near 38863
Out of 400,000+ nationwide